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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7599 results found

  1. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  2. Ability to easily pass token data to Google Sheets or email after the document is completed

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  3. 3 votes

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  4. All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.

    It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.

    3 votes

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    Idea  ·  1 comment  ·  Quote to Cash  ·  Admin →
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  5. The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.

    3 votes

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  6. A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. 3 votes

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  8. Support uploading vector graphic such as logos in eps format.

    3 votes

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  9. 3 votes

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  10. The possibility to transfer the role with the content (if we add pages from template to CL for example).

    3 votes

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  11. resize textfield to make smaller in ev2

    3 votes

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  12. 3 votes

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  13. 3 votes

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  14. An option to Undo an action when editing Pricing Table on Editor 2.0.

    3 votes

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    • Allow encrypted fields to be available in Configure Tokens for mapping in PandaDoc.
    • Support both reading data from and writing data to encrypted fields through the integration.
    2 votes

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  15. 2 votes

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  16. We want to use SSO with Google and use our HR system to provision users using SCIM via Rippling (and leave SSO with Google).

    I'm sure that multiple clients would use one platform (like Google or Microsoft) and a different platform like (Rippling or Okta) for SCIM.

    2 votes

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  17. Would like to set a maximum allowed expiration period giving reps ability to change the expiration but only extend it up to a certain point.

    2 votes

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  18. Currently, when documents are created in a Salesforce opportunity, they are automatically linked to the opportunity and shown within the opportunity. We would like to remove this.

    2 votes

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  19. Feedback from our client rylee.may@kirkwood.edu,
    Inline fields to be utilized inside a table block

    2 votes

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